Residential Heat Pump Program Application

Residential Heat Pump Program Application

Eligibility and Steps to Apply

  1. Call SUB’s Energy & Conservation Services to confirm pre-installation eligibility.
  2. Obtain bids from any of the contractors on the list provided by SUB. SUB does not recommend any specific contractor.
  3. Fill out the application and submit it with a copy of the contractor’s bid. SUB offers either a zero-interest loan through Pacific Cascade Federal Credit Union (PCFCU) or a rebate. If applying for the zero-interest loan, please submit the PCFCU application to SUB. Loan terms range from 36 to 48 months on approved credit. A new heat pump system may cost more than the available loan amount. The customer is responsible for financing or paying the remaining balance. Loan terms are subject to change without prior notice. For a copy of the loan application, please call SUB’s Energy & Conservation Services at (541) 746-0963. Important: You will be responsible for any binding contracts signed prior to loan approval and authorization.
  4. SUB will review the bid. Upon rebate approval, schedule the work with your contractor. If applying for the loan, PCFCU will process your loan application. Upon loan approval, schedule the work with your contractor.
  • Must be a SUB residential electric customer.
  • All systems installed are subject to inspection by SUB and/or the Bonneville Power Administration.

Requirements

  • All homes must be verified by SUB. Please call (541) 746-0963.
  • Qualifying systems must have a programmable thermostat.
  • All systems must be tested and certified by the Air-Conditioning, Heating, and Refrigeration Institute (AHRI).
  • Qualifying systems must meet the minimum efficiency ratings of 7.5 HSPF2 and 14.3 SEER2.
  • The system must be installed by a licensed contractor.

Customer Information

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Address(Required)
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    Program Incentive Options

    Heat Pump Conversion from Existing Electric Forced Air Furnace:
    • Available for existing single-family and manufactured homes.
    • Must be upgrading from an electric forced-air furnace.

    Please note that homes with a previously installed heat pump, functional or not, do not qualify.

    Variable Speed Heat Pump Conversion from Existing Electric Forced Air Furnace:
    • Available for existing single-family and manufactured homes.
    • Must be upgrading from an electric forced-air furnace.

    Please note that homes with a previously installed heat pump, functional or not, do not qualify.

    Variable Speed Heat Pump Upgrade:
    • Available for existing and new single-family and manufactured homes.
    • The existing primary heating system must be 100% electric.
    • The new variable-speed heat pump system must also operate as a fully electric system.

    Dual-fuel systems and systems that use natural gas, propane, oil, or another non-electric fuel as a backup heat source are not eligible.

    SUB Will Issue Incentive Directly to the Selection Below. I Agree to Receive my Rebate Via (select one):

    Terms and Conditions

    OFFICIAL FORM: This form and all required supporting documents, including the purchase receipt or installation invoice, must be completed truthfully and accurately. SUB’s Heat Pump Water Heater Program will not be responsible for lost documentation.

    PROGRAM CHANGES AND EFFECTIVE DATE: SUB reserves the right to change or discontinue the Program, its eligibility rules, requirements, incentive amounts or available funding at any time without prior notice. This version of the Program is effective through August 31, 2027. Program changes will take effect September 1, 2027.

    PROGRAM AND PRODUCT ELIGIBILITY: Incentives apply only to new heat pump water heaters that meet all current SUB and Bonneville Power Administration program requirements. The heat pump water heater must appear on the current Bonneville Power Administration Qualified Products List. Used, refurbished and previously installed units are not eligible. New construction homes are not eligible.

    INSTALLATION ELIGIBILITY: Qualifying heat pump water heaters may be installed by the Participant or by a contractor. The Participant is responsible for ensuring that the installation follows the manufacturer’s instructions and all applicable federal, state and local requirements. Any work that requires a permit, inspection or licensed trade professional must meet those requirements.

    VERIFICATION AND INSPECTION: SUB and/or the Bonneville Power Administration reserve the right to inspect the installed heat pump water heater to verify that the equipment and installation meet Program requirements. The Participant may be contacted by phone or email to schedule an inspection. No warranty or approval of the quality of the installation is implied by an inspection.

    INCENTIVE PAYMENT: SUB will approve incentive payment only after verifying that all Program requirements have been met. The incentive cannot exceed the documented cost of the qualifying heat pump water heater and eligible installation expenses. Only one heat pump water heater incentive may be claimed per residence.

    TAX LIABILITY: Neither Springfield Utility Board, the Bonneville Power Administration nor the installer is responsible for any tax liability that may be imposed on the Participant as a result of receiving an incentive.

    WARRANTIES AND NO LIABILITY: Any product or installation warranty is provided by the manufacturer, retailer or installer, not by Springfield Utility Board or the Bonneville Power Administration. SUB and BPA make no express or implied warranties regarding the equipment, materials, installation, maintenance, repair, performance or energy savings. The Participant assumes the risk of any loss or damage connected with the purchase, installation, operation, maintenance or repair of the heat pump water heater.

    ENDORSEMENT: The Program does not endorse any particular manufacturer, retailer, contractor or product. The appearance of a manufacturer, retailer, contractor or product on Program materials does not constitute an endorsement. Products or businesses not listed are not implied to be unsuitable or defective.

    APPLICATION SUBMISSION DEADLINE: For purchases that require an application to SUB, the completed application and required supporting documents must be submitted within 60 calendar days of purchase. Applications received after this deadline may not qualify for an incentive.

    PROJECT COMPLETION DEADLINE: All approved projects must be completed within 180 calendar days of the date SUB issues written project approval. All required receipts, invoices, permits, forms and supporting documents must also be submitted within this period. Projects that are not completed and fully documented within 180 calendar days may lose approval and incentive eligibility. When a shorter submission deadline applies, including the 60-day application deadline, the shorter deadline must also be met.

    SAFETY AND BUILDING CODES: The Participant agrees to comply with applicable federal, state and local building, plumbing, electrical and environmental codes. The Participant or contractor certifies that the heat pump water heater was installed according to the manufacturer’s instructions.

    PROPERTY RIGHTS: The Participant must have the authority to install the heat pump water heater at the property or must have received permission from the property owner.

    ACCESS AND EVALUATION: SUB and/or the Bonneville Power Administration may request reasonable access to the property to inspect, review or evaluate the heat pump water heater during or after completion. The Participant agrees to provide reasonable access for these purposes.

    DISTRIBUTION OF BENEFITS: The Participant relinquishes and grants to SUB all environmental benefits, including credits, reductions, offsets, reporting rights and savings related to carbon, CO2, greenhouse gases, emissions, kilowatt-hour energy savings and energy efficiency. The Participant’s sole benefit is any reduced energy cost resulting from the Program.

    RECEIPT OR INVOICE: A copy of the purchase receipt or final installation invoice must be submitted before the incentive can be finalized. The documentation must clearly show the manufacturer, model number, purchase price and any eligible installation expenses included in the incentive request.

    PRIVACY ACT STATEMENT: Basic authority for collecting this information is authorized by 16 U.S.C. §§ 832 et seq. and 838 et seq., pursuant to BPA’s Conservation Program system of records established in 46 FR 31700. This information is primarily intended to support BPA’s Energy Efficiency Program, including the acquisition, verification and evaluation of energy savings. Other routine uses may include aggregation into energy-efficiency databases, providing information to authorized personnel for installation or repair, Program evaluation and Program publicity. In some cases, information about the property may be made available to later purchasers. Providing the requested information is voluntary. However, failure to provide the required information will prevent participation in the Program.

    HOLD HARMLESS AGREEMENT: The Participant agrees, on behalf of the Participant and any applicable company, officers, employees, agents, assigns and successors, to hold harmless, indemnify and defend SUB and its officials, employees, agents and assigns from claims, damages and costs arising from or connected with the purchase, installation, operation, maintenance or repair of the heat pump water heater.

    PARTICIPANT CERTIFICATION: By signing this form, the Participant certifies that the information provided is correct to the best of the Participant’s knowledge. The Participant certifies that they are a SUB residential electric customer and that the qualifying heat pump water heater is installed and operating at the address listed on the application within SUB’s electric service territory.